Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Matysiak is a financial professional at Northwestern Mutual Investment Services, LLC. She is based in Milwaukee, Wisconsin, and has been in the industry for over 7 years. Melissa holds a Series 7, Series 24, and Series 63 license. Melissa is dedicated to providing financial guidance and investment services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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2
WI
07/24/2020 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
07/19/2013 - 11/25/2013
SCOTTRADE, INC. (MEQUON WI)
BC
Issued 10/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2020
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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